#SALESFORCE MAIL MERGE HOW TO#
You’ll receive an email with the Token and instruction on how to use the token. To get your security token you’ll need to go to Setup > Personal Setup > My Personal Information > Reset My Security TokenĬheck the email account associated with your account. User Name (email that you use to login to salesforce).When you click the option – select “Log In”: You should see a new set of tools in the toolbar of Word: Start MS Word – you might get a message similar to the below: Shut down anything that could be considered part of the Microsoft “suite” – specifically MS Outlook and MS Word. Go to Setup > Personal Setup Desktop Integrations > Connect for Officeįor reliability I prefer to use the link to download the installer locally.
#SALESFORCE MAIL MERGE INSTALL#
Install the Desktop Integration Plug In from. If you have created form letters, labels or envelopes in MS Word from a database or Excel file, Mail Merge for Salesforce works in a similar fashion.Īt a high level, you install a Salesforce plugin for Microsoft Word, you create your template in Word and upload the template into so that it can be accessed using the “Mail Merge” button in you Activities History related list. These merge fields are commonly used on a proposal cover page so that the prospect can easily contact the person who created the proposal.The Mail Merge feature can be a lifesaver if you want to make a letter, direct mail piece, invoice, proposal, or even a contract in Microsoft Word using data from your records in Salesforce. User Data refers to the “owner” or “publisher” of the Quote. Customer data may also be added manually at the time of Quote creation but in most cases, this data will be pulled from an integration. BusinessĬustomer Field Data is pulled from your CRM or PSA. This is typically the first information added when creating your account. Your Business Information is pulled from your Account Settings within Quoter. Your quote grace period (days), is set in account settings or at the template level Upfront Payments in the local currency set Recurrence Interval (Monthly, Quarterly, Semi-annually or Annually)
Quote Expiry Date (days), is set in General Settings
Quote detail information refers to the criteria in a given quote that can be parsed out and added to an email or quote template.
#SALESFORCE MAIL MERGE PDF#
Where can Merge Fields be used in Quoter?Įmail (Subject Line, Body, Quote PDF Filename / Accepted Filename) For example, you can place a merge field in an email template so that the greeting includes the recipient’s name rather than a generic “Hello!”. In this post, we cover all of the supported Merge Fields and common parts of a sales process where Merge Fields are used.Ī merge field is a field you can put in an email template, mail merge template, custom link, or formula to incorporate values from a record. Using Merge Fields mitigates human error, either from spelling or simply forgetting to update T&C or MSA text from a Proposal Template. Quoter offers a wide range of Merge Fields your business can use to eliminate some of the repetitive parts of quote creation.
Using Merge Fields to customize your quotes, proposals and emails can add up to saving a ton of time while creating a highly personalized experience for your customer.
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